General Equity Holdings Lp Top Holdings and 13F Report (2026) About General Equity Holdings LpInvestment ActivityGeneral Equity Holdings Lp has $167.49 million in total holdings as of June 30, 2026.General Equity Holdings Lp owns shares of 13 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 51.80% of the portfolio was purchased this quarter.About 2.52% of the portfolio was sold this quarter.This quarter, General Equity Holdings Lp has purchased 11 new stocks and bought additional shares in 7 stocks.General Equity Holdings Lp sold shares of 1 stock and completely divested from 1 stock this quarter.Largest Holdings Carvana $71,425,560SEA $18,875,443APPLOVIN CORP $15,929,881Jumia Technologies $8,205,650NU $7,780,864 Largest New Holdings this Quarter 67066G104 - NVIDIA $7,503,375 Holding91332U101 - Unity Software $4,790,008 HoldingG4412G101 - Herbalife $4,669,841 Holding Largest Purchases this Quarter Carvana 836,519 shares (about $55.06M)NVIDIA 37,500 shares (about $7.50M)Unity Software 167,600 shares (about $4.79M)SEA 49,900 shares (about $4.78M)Herbalife 355,121 shares (about $4.67M) Largest Sales this Quarter APPLOVIN CORP 4,702 shares (about $2.42M) Sector Allocation Over TimeMap of 500 Largest Holdings ofGeneral Equity Holdings Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCVNACarvana$71,425,560$55,059,680 ▲336.4%1,085,16542.6%Consumer DiscretionarySESEA$18,875,443$4,781,917 ▲33.9%196,96811.3%Consumer DiscretionaryAPPLOVIN CORP$15,929,881$2,422,611 ▼-13.2%30,9189.5%COM CL AJMIAJumia Technologies$8,205,650$2,254,844 ▲37.9%1,163,9224.9%Consumer DiscretionaryNUNU$7,780,864$801,600 ▲11.5%582,4004.6%FinanceDOORDASH INC$7,538,420$3,587,263 ▲90.8%40,8524.5%CL ANVDANVIDIA$7,503,375$7,503,375 ▲New Holding37,5004.5%TechnologyONEWOneWater Marine$7,149,9250.0%634,4214.3%Consumer DiscretionaryOSCROscar Health$6,844,8000.0%240,0004.1%HealthcareFTAI AVIATION LTD$5,132,766$2,965,821 ▲136.9%18,9733.1%SHSUUnity Software$4,790,008$4,790,008 ▲New Holding167,6002.9%TechnologyHLFHerbalife$4,669,841$4,669,841 ▲New Holding355,1212.8%Consumer StaplesSTKSONE Group Hospitality$1,644,964$340,221 ▲26.1%818,3901.0%Consumer DiscretionaryAFRMAffirm$0$1,800,772 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
